iShares Russell 1000 Index shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 6.3k | 314.39 |
| 2024-06-30 | $1.9M | 6.3k | 297.54 |
| 2024-03-31 | $1.8M | 6.3k | 288.03 |
| 2023-12-31 | $1.7M | 6.3k | 262.26 |
| 2023-09-30 | $1.5M | 6.3k | 234.91 |
| 2023-06-30 | $1.5M | 6.3k | 243.74 |
| 2023-03-31 | $1.5M | 6.4k | 225.23 |
| 2022-12-31 | $1.4M | 6.4k | 210.52 |